QuickGroup

With QuickGroup, you can build "quickgroups" of authorized accounts using one or more selection criteria.

For example, a quickgroup of all accounts in an account range is shown above on the sample screen. Other selection criteria include parent account, sponsor code, effective and expiration dates, and account supervisor.

After creating a quickgroup, you can run reports on it using buttons on the QuickGroup window. The reports include QuickLook reports, group forecast, and QuickGroup "Spending" (look up current month, FYTD, and cumulative dollars by object code).